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EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameEYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EYE CONSULTANTS OF ATLANTA, PC has sponsored the creation of one or more 401k plans.

Company Name:EYE CONSULTANTS OF ATLANTA, PC
Employer identification number (EIN):581129515
NAIC Classification:621491
NAIC Description:HMO Medical Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SCOTT FERGUSON2023-10-16 SCOTT FERGUSON2023-10-16
0012021-01-01MR. SCOTT FERGUSON CFSO2022-10-10 MR. SCOTT FERGUSON CFSO2022-10-10
0012020-01-01SCOTT FERGUSON2021-10-12 SCOTT FERGUSON2021-10-12
0012019-01-01MR. RICK RODECKER PHD, EJD2020-10-13 MR. RICK RODECKER PHD, EJD2020-10-13
0012018-01-01RICHARD A. RODECKER, PHD EJD2019-10-10 RICHARD A. RODECKER, PHD EJD2019-10-10
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01RICHARD A. RODECKER, PHD EJD RICHARD A. RODECKER, PHD EJD2013-10-10
0012011-01-01RICHARD A. RODECKER, PHD EJD RICHARD A. RODECKER, PHD EJD2012-10-12
0012010-01-01MR. RICK RODECKER PHD, EJD MR. RICK RODECKER PHD, EJD2011-10-13
0012009-01-01RICK RODECKER PHD EJD RICK RODECKER PHD EJD2010-10-05

Plan Statistics for EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01244
Total number of active participants reported on line 7a of the Form 55002022-01-01174
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0159
Total of all active and inactive participants2022-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01233
Number of participants with account balances2022-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01259
Total number of active participants reported on line 7a of the Form 55002021-01-01178
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0144
Total of all active and inactive participants2021-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01228
Number of participants with account balances2021-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0128
2020: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01214
Total number of active participants reported on line 7a of the Form 55002020-01-01195
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01200
Number of participants with account balances2020-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01232
Total number of active participants reported on line 7a of the Form 55002019-01-01176
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0130
Total of all active and inactive participants2019-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01206
Number of participants with account balances2019-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01210
Total number of active participants reported on line 7a of the Form 55002018-01-01178
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0126
Total of all active and inactive participants2018-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01207
Number of participants with account balances2018-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01202
Total number of active participants reported on line 7a of the Form 55002017-01-01171
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01194
Total participants2017-01-01194
Number of participants with account balances2017-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01186
Total number of active participants reported on line 7a of the Form 55002016-01-01169
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01187
Number of participants with account balances2016-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01187
Total number of active participants reported on line 7a of the Form 55002015-01-01159
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01174
Number of participants with account balances2015-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01177
Total number of active participants reported on line 7a of the Form 55002014-01-01147
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01169
Number of participants with account balances2014-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01176
Total number of active participants reported on line 7a of the Form 55002013-01-01144
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01161
Number of participants with account balances2013-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01156
Total number of active participants reported on line 7a of the Form 55002012-01-01143
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01158
Number of participants with account balances2012-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01195
Total number of active participants reported on line 7a of the Form 55002011-01-01136
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01145
Number of participants with account balances2011-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01186
Total number of active participants reported on line 7a of the Form 55002010-01-01126
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0149
Total of all active and inactive participants2010-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01175
Number of participants with account balances2010-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110
2009: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01176
Total number of active participants reported on line 7a of the Form 55002009-01-01123
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0151
Total of all active and inactive participants2009-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01174
Number of participants with account balances2009-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-5,338,830
Total of all expenses incurred2022-12-31$16,400,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,084,717
Expenses. Certain deemed distributions of participant loans2022-12-31$14,523
Value of total corrective distributions2022-12-31$24,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,206,157
Value of total assets at end of year2022-12-31$36,018,519
Value of total assets at beginning of year2022-12-31$57,757,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$276,605
Total interest from all sources2022-12-31$-5,564,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$57,464
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$520,836
Participant contributions at end of year2022-12-31$41,291
Participant contributions at beginning of year2022-12-31$68,554
Participant contributions at end of year2022-12-31$202,784
Participant contributions at beginning of year2022-12-31$34,582
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$22,705
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,597
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$23,438
Other income not declared elsewhere2022-12-31$-7,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-21,739,215
Value of net assets at end of year (total assets less liabilities)2022-12-31$36,018,519
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$57,757,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$166,747
Assets. partnership/joint venture interests at beginning of year2022-12-31$267,687
Investment advisory and management fees2022-12-31$219,141
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,632,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$23,767,541
Interest on participant loans2022-12-31$2,934
Interest earned on other investments2022-12-31$-6,378,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,224,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,847,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,847,135
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$810,637
Asset value of US Government securities at end of year2022-12-31$359,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,972,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,685,321
Employer contributions (assets) at end of year2022-12-31$1,733,294
Employer contributions (assets) at beginning of year2022-12-31$1,723,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,084,717
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$1,357,693
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$1,165,049
Contract administrator fees2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$11,297,767
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$24,837,480
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WARREN AVERETT, LLC
Accountancy firm EIN2022-12-31454084437
2021 : EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$9,185,271
Total of all expenses incurred2021-12-31$5,664,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,304,942
Expenses. Certain deemed distributions of participant loans2021-12-31$12,691
Value of total corrective distributions2021-12-31$20,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,252,632
Value of total assets at end of year2021-12-31$57,757,734
Value of total assets at beginning of year2021-12-31$54,236,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$326,461
Total interest from all sources2021-12-31$5,350,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$65,767
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$576,234
Participant contributions at end of year2021-12-31$68,554
Participant contributions at beginning of year2021-12-31$116,302
Participant contributions at end of year2021-12-31$34,582
Participant contributions at beginning of year2021-12-31$59,318
Assets. Other investments not covered elsewhere at end of year2021-12-31$22,705
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$25,684
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$23,438
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$25,874
Other income not declared elsewhere2021-12-31$-69
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,520,762
Value of net assets at end of year (total assets less liabilities)2021-12-31$57,757,734
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$54,236,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$267,687
Assets. partnership/joint venture interests at beginning of year2021-12-31$371,655
Investment advisory and management fees2021-12-31$260,694
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$23,767,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,627,100
Interest on participant loans2021-12-31$5,130
Interest earned on other investments2021-12-31$4,046,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,847,135
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$7,387,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$7,387,037
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,298,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,582,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,676,398
Employer contributions (assets) at end of year2021-12-31$1,723,563
Employer contributions (assets) at beginning of year2021-12-31$1,707,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,304,942
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$1,165,049
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$1,068,799
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$24,837,480
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$18,847,874
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WARREN AVERETT, LLC
Accountancy firm EIN2021-12-31454084437
2020 : EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$601
Total income from all sources (including contributions)2020-12-31$8,596,713
Total of all expenses incurred2020-12-31$3,937,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,642,268
Expenses. Certain deemed distributions of participant loans2020-12-31$15,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,261,775
Value of total assets at end of year2020-12-31$54,236,972
Value of total assets at beginning of year2020-12-31$49,578,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$279,862
Total interest from all sources2020-12-31$5,298,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$57,737
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$599,763
Participant contributions at end of year2020-12-31$116,302
Participant contributions at beginning of year2020-12-31$183,935
Participant contributions at end of year2020-12-31$59,318
Participant contributions at beginning of year2020-12-31$325
Assets. Other investments not covered elsewhere at end of year2020-12-31$25,684
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$157,785
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$25,874
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$29,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,659,073
Value of net assets at end of year (total assets less liabilities)2020-12-31$54,236,972
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$49,577,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$371,655
Assets. partnership/joint venture interests at beginning of year2020-12-31$1,389,180
Investment advisory and management fees2020-12-31$221,010
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,627,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,653,841
Interest on participant loans2020-12-31$8,250
Interest earned on other investments2020-12-31$4,318,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$7,387,037
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$7,470,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$7,470,487
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$972,233
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,036,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,662,012
Employer contributions (assets) at end of year2020-12-31$1,707,329
Employer contributions (assets) at beginning of year2020-12-31$1,485,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,642,268
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$1,068,799
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$882,989
Contract administrator fees2020-12-31$1,115
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$18,847,874
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$16,325,349
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$601
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WARREN AVERETT, LLC
Accountancy firm EIN2020-12-31454084437
2019 : EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$601
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$601
Total income from all sources (including contributions)2019-12-31$9,790,611
Total of all expenses incurred2019-12-31$2,382,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,123,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,037,131
Value of total assets at end of year2019-12-31$49,578,500
Value of total assets at beginning of year2019-12-31$42,170,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$258,836
Total interest from all sources2019-12-31$6,017,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$56,519
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$551,752
Participant contributions at end of year2019-12-31$183,935
Participant contributions at beginning of year2019-12-31$202,956
Participant contributions at end of year2019-12-31$325
Participant contributions at beginning of year2019-12-31$79,456
Assets. Other investments not covered elsewhere at end of year2019-12-31$157,785
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$150,037
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$29,230
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$23,518
Other income not declared elsewhere2019-12-31$3,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,408,087
Value of net assets at end of year (total assets less liabilities)2019-12-31$49,577,899
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$42,169,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$1,389,180
Assets. partnership/joint venture interests at beginning of year2019-12-31$2,857,718
Investment advisory and management fees2019-12-31$197,887
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,653,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,862,042
Interest on participant loans2019-12-31$10,816
Interest earned on other investments2019-12-31$5,029,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,470,487
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,881,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,881,191
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$977,043
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$81,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,733,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,485,379
Employer contributions (assets) at end of year2019-12-31$1,485,379
Employer contributions (assets) at beginning of year2019-12-31$1,314,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,123,688
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$882,989
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$278,803
Contract administrator fees2019-12-31$4,430
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$16,325,349
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$12,438,428
Liabilities. Value of benefit claims payable at end of year2019-12-31$601
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$601
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WARREN AVERETT, LLC
Accountancy firm EIN2019-12-31454084437
2018 : EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$601
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$12,661
Total income from all sources (including contributions)2018-12-31$-172,795
Total of all expenses incurred2018-12-31$5,192,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,963,694
Expenses. Certain deemed distributions of participant loans2018-12-31$28,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,862,024
Value of total assets at end of year2018-12-31$42,170,413
Value of total assets at beginning of year2018-12-31$47,547,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$199,606
Total interest from all sources2018-12-31$-1,643,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$52,992
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$547,291
Participant contributions at end of year2018-12-31$202,956
Participant contributions at beginning of year2018-12-31$215,792
Participant contributions at end of year2018-12-31$79,456
Participant contributions at beginning of year2018-12-31$16,649
Assets. Other investments not covered elsewhere at end of year2018-12-31$150,037
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$146,954
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$23,518
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$22,640
Liabilities. Value of operating payables at beginning of year2018-12-31$12,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,364,855
Value of net assets at end of year (total assets less liabilities)2018-12-31$42,169,812
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$47,534,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$2,857,718
Assets. partnership/joint venture interests at beginning of year2018-12-31$2,854,678
Investment advisory and management fees2018-12-31$142,026
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,862,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,240,717
Interest on participant loans2018-12-31$10,715
Interest earned on other investments2018-12-31$-1,653,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$6,881,191
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,987,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,987,665
Asset value of US Government securities at end of year2018-12-31$81,531
Asset value of US Government securities at beginning of year2018-12-31$499,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-391,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,314,733
Employer contributions (assets) at end of year2018-12-31$1,314,733
Employer contributions (assets) at beginning of year2018-12-31$1,332,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,963,694
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$278,803
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$209,172
Contract administrator fees2018-12-31$4,588
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$12,438,428
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$15,020,676
Liabilities. Value of benefit claims payable at end of year2018-12-31$601
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$601
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WARREN AVERETT, LLC
Accountancy firm EIN2018-12-31454084437
2017 : EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$12,661
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,767
Total income from all sources (including contributions)2017-12-31$7,173,688
Total of all expenses incurred2017-12-31$504,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$362,769
Value of total corrective distributions2017-12-31$412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,838,303
Value of total assets at end of year2017-12-31$47,547,328
Value of total assets at beginning of year2017-12-31$40,874,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$141,102
Total interest from all sources2017-12-31$4,230,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$2,902
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$519,447
Participant contributions at end of year2017-12-31$215,792
Participant contributions at beginning of year2017-12-31$230,226
Participant contributions at end of year2017-12-31$16,649
Participant contributions at beginning of year2017-12-31$11,561
Assets. Other investments not covered elsewhere at end of year2017-12-31$146,954
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$141,065
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$22,640
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$170,681
Other income not declared elsewhere2017-12-31$0
Liabilities. Value of operating payables at end of year2017-12-31$12,060
Liabilities. Value of operating payables at beginning of year2017-12-31$8,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,669,405
Value of net assets at end of year (total assets less liabilities)2017-12-31$47,534,667
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$40,865,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$2,854,678
Assets. partnership/joint venture interests at beginning of year2017-12-31$3,344,690
Investment advisory and management fees2017-12-31$78,954
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,240,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,643,602
Interest on participant loans2017-12-31$10,664
Interest earned on other investments2017-12-31$4,219,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,987,665
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$5,554,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$5,554,304
Asset value of US Government securities at end of year2017-12-31$499,714
Asset value of US Government securities at beginning of year2017-12-31$540,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,104,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,318,856
Employer contributions (assets) at end of year2017-12-31$1,332,671
Employer contributions (assets) at beginning of year2017-12-31$1,243,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$362,769
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$209,172
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$540,453
Contract administrator fees2017-12-31$59,246
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$15,020,676
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$12,453,221
Liabilities. Value of benefit claims payable at end of year2017-12-31$601
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$538
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WARREN AVERETT, LLC
Accountancy firm EIN2017-12-31454084437
2016 : EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,767
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$23,793
Total income from all sources (including contributions)2016-12-31$4,523,448
Total of all expenses incurred2016-12-31$1,384,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,271,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,744,996
Value of total assets at end of year2016-12-31$40,874,029
Value of total assets at beginning of year2016-12-31$37,749,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$112,925
Total interest from all sources2016-12-31$2,313,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$4,045
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$509,713
Participant contributions at end of year2016-12-31$230,226
Participant contributions at beginning of year2016-12-31$175,267
Participant contributions at end of year2016-12-31$11,561
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$141,065
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$133,561
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$170,681
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$18,273
Liabilities. Value of operating payables at end of year2016-12-31$8,229
Liabilities. Value of operating payables at beginning of year2016-12-31$16,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,139,420
Value of net assets at end of year (total assets less liabilities)2016-12-31$40,865,262
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$37,725,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$3,344,690
Assets. partnership/joint venture interests at beginning of year2016-12-31$3,019,840
Investment advisory and management fees2016-12-31$60,013
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,643,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,117,830
Income. Interest from loans (other than to participants)2016-12-31$8,322
Interest earned on other investments2016-12-31$2,305,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$5,554,304
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,471,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,471,714
Asset value of US Government securities at end of year2016-12-31$540,715
Asset value of US Government securities at beginning of year2016-12-31$551,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$464,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,235,283
Employer contributions (assets) at end of year2016-12-31$1,243,511
Employer contributions (assets) at beginning of year2016-12-31$1,248,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,271,103
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$540,453
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$592,918
Contract administrator fees2016-12-31$48,867
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$12,453,221
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$12,420,937
Liabilities. Value of benefit claims payable at end of year2016-12-31$538
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$6,941
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WARREN AVERETT, LLC
Accountancy firm EIN2016-12-31454084437
2015 : EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$23,793
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,741
Total income from all sources (including contributions)2015-12-31$1,627,197
Total of all expenses incurred2015-12-31$388,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$250,425
Value of total corrective distributions2015-12-31$12,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,735,094
Value of total assets at end of year2015-12-31$37,749,635
Value of total assets at beginning of year2015-12-31$36,497,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$125,663
Total interest from all sources2015-12-31$-119,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$40,014
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$503,586
Participant contributions at end of year2015-12-31$175,267
Participant contributions at beginning of year2015-12-31$196,936
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$10,797
Assets. Other investments not covered elsewhere at end of year2015-12-31$133,561
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$130,498
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$18,273
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$18,876
Liabilities. Value of operating payables at end of year2015-12-31$16,852
Liabilities. Value of operating payables at beginning of year2015-12-31$10,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,238,761
Value of net assets at end of year (total assets less liabilities)2015-12-31$37,725,842
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$36,487,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$3,019,840
Assets. partnership/joint venture interests at beginning of year2015-12-31$2,201,230
Investment advisory and management fees2015-12-31$80,733
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,117,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,406,905
Interest on participant loans2015-12-31$7,548
Interest earned on other investments2015-12-31$-126,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,471,714
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,895,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,895,798
Asset value of US Government securities at end of year2015-12-31$551,278
Asset value of US Government securities at beginning of year2015-12-31$393,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$11,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,231,508
Employer contributions (assets) at end of year2015-12-31$1,248,017
Employer contributions (assets) at beginning of year2015-12-31$1,109,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$250,425
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$592,918
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$516,392
Contract administrator fees2015-12-31$4,916
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$12,420,937
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$11,618,182
Liabilities. Value of benefit claims payable at end of year2015-12-31$6,941
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$351
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WARREN AVERETT, LLC
Accountancy firm EIN2015-12-31454084437
2014 : EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,741
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15,705
Total income from all sources (including contributions)2014-12-31$3,540,474
Total of all expenses incurred2014-12-31$935,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$765,930
Expenses. Certain deemed distributions of participant loans2014-12-31$42,975
Value of total corrective distributions2014-12-31$1,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,597,944
Value of total assets at end of year2014-12-31$36,497,822
Value of total assets at beginning of year2014-12-31$33,897,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$124,904
Total interest from all sources2014-12-31$1,568,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$43,129
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$499,281
Participant contributions at end of year2014-12-31$196,936
Participant contributions at beginning of year2014-12-31$253,229
Participant contributions at end of year2014-12-31$10,797
Participant contributions at beginning of year2014-12-31$10,991
Assets. Other investments not covered elsewhere at end of year2014-12-31$130,498
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$129,977
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$18,876
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$15,678
Other income not declared elsewhere2014-12-31$10
Liabilities. Value of operating payables at end of year2014-12-31$10,390
Liabilities. Value of operating payables at beginning of year2014-12-31$15,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,604,869
Value of net assets at end of year (total assets less liabilities)2014-12-31$36,487,081
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$33,882,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$2,201,230
Assets. partnership/joint venture interests at beginning of year2014-12-31$2,141,155
Investment advisory and management fees2014-12-31$77,111
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,406,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,539,512
Income. Interest from loans (other than to participants)2014-12-31$9,044
Interest earned on other investments2014-12-31$1,559,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,895,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,598,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,598,018
Asset value of US Government securities at end of year2014-12-31$393,120
Asset value of US Government securities at beginning of year2014-12-31$396,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$374,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,098,663
Employer contributions (assets) at end of year2014-12-31$1,109,088
Employer contributions (assets) at beginning of year2014-12-31$1,157,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$765,930
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$516,392
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$52,200
Contract administrator fees2014-12-31$4,664
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$11,618,182
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$9,603,390
Liabilities. Value of benefit claims payable at end of year2014-12-31$351
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WARREN AVERETT, LLC
Accountancy firm EIN2014-12-31454084437
2013 : EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,705
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,752
Total income from all sources (including contributions)2013-12-31$5,704,101
Total of all expenses incurred2013-12-31$436,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$325,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,601,845
Value of total assets at end of year2013-12-31$33,897,917
Value of total assets at beginning of year2013-12-31$28,625,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$111,968
Total interest from all sources2013-12-31$3,281,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$35,260
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$460,188
Participant contributions at end of year2013-12-31$253,229
Participant contributions at beginning of year2013-12-31$169,124
Participant contributions at end of year2013-12-31$10,991
Participant contributions at beginning of year2013-12-31$15,374
Assets. Other investments not covered elsewhere at end of year2013-12-31$129,977
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$140,555
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$15,678
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$5,437
Liabilities. Value of operating payables at end of year2013-12-31$15,705
Liabilities. Value of operating payables at beginning of year2013-12-31$10,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,267,121
Value of net assets at end of year (total assets less liabilities)2013-12-31$33,882,212
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,615,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$2,141,155
Assets. partnership/joint venture interests at beginning of year2013-12-31$1,974,089
Investment advisory and management fees2013-12-31$73,266
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,539,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,191,937
Interest on participant loans2013-12-31$9,397
Interest earned on other investments2013-12-31$3,272,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,598,018
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,427,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,427,168
Asset value of US Government securities at end of year2013-12-31$396,405
Asset value of US Government securities at beginning of year2013-12-31$424,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$820,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,141,657
Employer contributions (assets) at end of year2013-12-31$1,157,362
Employer contributions (assets) at beginning of year2013-12-31$1,068,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$325,012
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$52,200
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$26,865
Contract administrator fees2013-12-31$3,442
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$9,603,390
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$7,182,791
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WARREN AVERETT, LLC
Accountancy firm EIN2013-12-31454084437
2012 : EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,752
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$59,108
Total income from all sources (including contributions)2012-12-31$3,602,111
Total of all expenses incurred2012-12-31$900,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$806,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,476,816
Value of total assets at end of year2012-12-31$28,625,843
Value of total assets at beginning of year2012-12-31$25,972,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$93,606
Total interest from all sources2012-12-31$1,683,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$30,021
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$419,241
Participant contributions at end of year2012-12-31$169,124
Participant contributions at beginning of year2012-12-31$207,030
Participant contributions at end of year2012-12-31$15,374
Participant contributions at beginning of year2012-12-31$11,435
Assets. Other investments not covered elsewhere at end of year2012-12-31$140,555
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$129,220
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$5,437
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$5,836
Liabilities. Value of operating payables at end of year2012-12-31$10,752
Liabilities. Value of operating payables at beginning of year2012-12-31$59,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,702,063
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,615,091
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,913,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$1,974,089
Assets. partnership/joint venture interests at beginning of year2012-12-31$2,157,293
Investment advisory and management fees2012-12-31$61,369
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,191,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,297,443
Interest on participant loans2012-12-31$7,811
Interest earned on other investments2012-12-31$1,675,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,427,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,515,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,515,373
Asset value of US Government securities at end of year2012-12-31$424,176
Asset value of US Government securities at beginning of year2012-12-31$379,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$442,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,057,575
Employer contributions (assets) at end of year2012-12-31$1,068,327
Employer contributions (assets) at beginning of year2012-12-31$1,051,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$806,442
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$26,865
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$52,740
Contract administrator fees2012-12-31$2,216
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$7,182,791
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$6,164,155
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GIFFORD, HILLEGASS, INGWERSEN, LLP
Accountancy firm EIN2012-12-31920184475
2011 : EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$59,108
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$57,803
Total income from all sources (including contributions)2011-12-31$1,478,572
Total of all expenses incurred2011-12-31$272,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$177,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,416,080
Value of total assets at end of year2011-12-31$25,972,136
Value of total assets at beginning of year2011-12-31$24,764,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$94,551
Total interest from all sources2011-12-31$120,728
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$30,573
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$422,252
Participant contributions at end of year2011-12-31$207,030
Participant contributions at beginning of year2011-12-31$195,033
Participant contributions at end of year2011-12-31$11,435
Participant contributions at beginning of year2011-12-31$3,543
Assets. Other investments not covered elsewhere at end of year2011-12-31$129,220
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$127,715
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$5,836
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$6,036
Liabilities. Value of operating payables at end of year2011-12-31$59,108
Liabilities. Value of operating payables at beginning of year2011-12-31$57,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,206,120
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,913,028
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$24,706,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$2,157,293
Assets. partnership/joint venture interests at beginning of year2011-12-31$1,630,779
Investment advisory and management fees2011-12-31$57,645
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,297,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,351,467
Interest on participant loans2011-12-31$9,026
Interest earned on other investments2011-12-31$111,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,515,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,445,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,445,121
Asset value of US Government securities at end of year2011-12-31$379,868
Asset value of US Government securities at beginning of year2011-12-31$472,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-58,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$993,828
Employer contributions (assets) at end of year2011-12-31$1,051,743
Employer contributions (assets) at beginning of year2011-12-31$1,008,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$177,901
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$52,740
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$79,335
Contract administrator fees2011-12-31$6,333
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$6,164,155
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$6,444,626
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GIFFORD, HILLEGASS, INGWERSEN, LLP
Accountancy firm EIN2011-12-31920184475
2010 : EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$57,803
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,961
Total income from all sources (including contributions)2010-12-31$3,267,832
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$411,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$329,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,400,400
Value of total assets at end of year2010-12-31$24,764,711
Value of total assets at beginning of year2010-12-31$21,861,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$81,780
Total interest from all sources2010-12-31$1,527,664
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$28,190
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$403,407
Participant contributions at end of year2010-12-31$195,033
Participant contributions at beginning of year2010-12-31$157,751
Participant contributions at end of year2010-12-31$3,543
Participant contributions at beginning of year2010-12-31$12,225
Assets. Other investments not covered elsewhere at end of year2010-12-31$127,715
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$107,549
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$6,036
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$57,803
Liabilities. Value of operating payables at beginning of year2010-12-31$10,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,856,170
Value of net assets at end of year (total assets less liabilities)2010-12-31$24,706,908
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,850,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$1,630,779
Assets. partnership/joint venture interests at beginning of year2010-12-31$1,191,222
Investment advisory and management fees2010-12-31$53,025
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,351,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,343,827
Interest on participant loans2010-12-31$8,973
Interest earned on other investments2010-12-31$1,518,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,445,121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$7,247,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$7,247,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$472,202
Asset value of US Government securities at beginning of year2010-12-31$229,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$339,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$996,993
Employer contributions (assets) at end of year2010-12-31$1,008,854
Employer contributions (assets) at beginning of year2010-12-31$942,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$329,882
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$79,335
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$135,705
Contract administrator fees2010-12-31$565
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$6,444,626
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$5,493,022
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GIFFORD, HILLEGASS, INGWERSEN, LLP
Accountancy firm EIN2010-12-31920184475
2009 : EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST

2022: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number12780
Policy instance 1
Insurance contract or identification number12780
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number12780
Policy instance 1
Insurance contract or identification number12780
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number12780
Policy instance 1
Insurance contract or identification number12780
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number12780
Policy instance 1
Insurance contract or identification number12780
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number12780
Policy instance 1
Insurance contract or identification number12780
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number12780
Policy instance 1
Insurance contract or identification number12780
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number12780
Policy instance 1
Insurance contract or identification number12780
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number12780
Policy instance 1
Insurance contract or identification number12780
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number12780
Policy instance 1
Insurance contract or identification number12780
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0

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